Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Garcia is a financial professional with Oneamerica Securities, Inc. Michael has been in the financial services industry since 2019. Michael is registered with the state of Colorado as a Broker and Investment Advisor Representative. Michael is also registered with the states of Florida, Maryland, New Jersey, New York, Texas and Virginia as a Broker and Investment Advisor Representative. Michael is Series 7, 66 and SIE licensed. Michael provides financial planning, pension consulting, and educational seminars. Michael is a member of the financial industry and is committed to providing clients with the highest level of service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
07/11/2024 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
FL
02/13/2023 - 10/17/2023
NYLIFE SECURITIES LLC (WESLEY CHAPEL FL)
FL
07/26/2022 - 01/02/2023
LINCOLN INVESTMENT (LUTZ FL)
FL
12/23/2019 - 02/10/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (LUTZ FL)
BOTH
Issued 02/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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